Relationship Manager - Retail Sales
The Relationship Manager - Retail Sales is responsible for driving business growth through client acquisition, agent
management, and achieving Gross Written Premium (GWP) targets. The role involves recruiting, onboarding, and supporting
agents while maintaining strong relationships with clients and partners. The individual will ensure adherence to business
processes, provide accurate quotations, and facilitate the sale of insurance products to achieve sales and revenue goals.
1. Client Acquisition and Sales Target Achievement:
Conduct regular visits to societies, buildings, colonies, and industrial areas to introduce Mialtus’s insurance products.
Convince potential clients to purchase insurance policies, guiding them through the quotation, closure, and onboarding
process.
Achieve individual sales targets by visiting a minimum of five societies daily and maintaining a proactive client
engagement strategy.
Focus on maximizing GWP across various insurance products to meet monthly sales goals.
2. Agent Management and Recruitment:
Maintain a network of 40-45 agents, ensuring at least 60% remain active monthly.
Conduct daily follow-ups and regular visits (4-5 agents daily) to drive new business and renewals.
Source, recruit, and onboard new agents, providing handholding and orientation to build a strong distribution base.
Engage agents and partners through calls and meetings, providing competitive quotations to facilitate business growth.
3. Quotation and Policy Management:
Provide accurate and competitive quotations to clients and agents based on their requirements.
Negotiate and finalize quotations to effectively convert leads into policy sales.
Collaborate with the underwriting team for health insurance policies to ensure accurate proposals and compliance.
Conduct quality checks on proposed policies to maintain alignment with company standards.
4. GWP Target Achievement:
Scale up business volumes through effective agent activation and client engagement.
Drive GWP growth across various lines, with a specific focus on health insurance through agent partnerships.
Ensure 100% achievement of monthly GWP targets and contribute to the company’s overall revenue objectives.
5. Relationship Management:
Build and maintain strong relationships with agents and clients to foster collaboration and enhance productivity.
Provide training and support to agents to improve performance and increase business output.
Maintain long-term partnerships with clients by offering exceptional service and addressing their needs effectively.
6. Reporting and Compliance:
Prepare daily reports on client interactions, leads generated, and policies sold.
Share weekly MIS reports with management, detailing sales performance and activity metrics.
Ensure compliance with established business processes and update business details in relevant portals to maintain high
operational standards.
7. Business Quality Maintenance:
Clearly explain policy terms, conditions, and exclusions to clients to ensure informed decisions.
Maintain high standards of business hygiene by ensuring accuracy and eliminating errors or malpractice in processes.
Shubham Vishwakarma
Full Stack Developer - Averlon
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